LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
60,167
-232
| -0.4% | -$43.1K | 0.1% | 68 |
|
|
2025
Q1 | $10.7M | Buy |
60,399
+1,394
| +2% | +$247K | 0.1% | 67 |
|
|
2024
Q4 | $10.4M | Sell |
59,005
-1,071
| -2% | -$189K | 0.09% | 73 |
|
|
2024
Q3 | $11.4M | Buy |
60,076
+63
| +0.1% | +$11.9K | 0.1% | 69 |
|
|
2024
Q2 | $10.2M | Buy |
60,013
+1,643
| +3% | +$278K | 0.09% | 68 |
|
|
2024
Q1 | $9.8M | Sell |
58,370
-858
| -1% | -$144K | 0.1% | 68 |
|
|
2023
Q4 | $9.74M | Sell |
59,228
-2,016
| -3% | -$331K | 0.1% | 69 |
|
|
2023
Q3 | $8.77M | Sell |
61,244
-4,065
| -6% | -$582K | 0.1% | 69 |
|
|
2023
Q2 | $8.8M | Sell |
65,309
-338
| -0.5% | -$45.5K | 0.09% | 69 |
|
|
2023
Q1 | $10.5M | Sell |
65,647
-1,658
| -2% | -$264K | 0.12% | 65 |
|
|
2022
Q4 | $10.9M | Buy |
67,305
+280
| +0.4% | +$45.3K | 0.13% | 63 |
|
|
2022
Q3 | $9M | Sell |
67,025
-306
| -0.5% | -$41.1K | 0.12% | 66 |
|
|
2022
Q2 | $10.3M | Buy |
67,331
+752
| +1% | +$115K | 0.13% | 64 |
|
|
2022
Q1 | $10.8M | Sell |
66,579
-3,263
| -5% | -$529K | 0.11% | 66 |
|
|
2021
Q4 | $9.46M | Sell |
69,842
-6,219
| -8% | -$842K | 0.09% | 72 |
|
|
2021
Q3 | $8.21M | Buy |
76,061
+550
| +0.7% | +$59.3K | 0.08% | 73 |
|
|
2021
Q2 | $8.51M | Buy |
75,511
+1,383
| +2% | +$156K | 0.09% | 74 |
|
|
2021
Q1 | $8.02M | Sell |
74,128
-6,045
| -8% | -$654K | 0.09% | 72 |
|
|
2020
Q4 | $8.59M | Sell |
80,173
-260
| -0.3% | -$27.9K | 0.1% | 67 |
|
|
2020
Q3 | $7.05M | Sell |
80,433
-3,281
| -4% | -$287K | 0.09% | 69 |
|
|
2020
Q2 | $8.22M | Sell |
83,714
-1,175
| -1% | -$115K | 0.11% | 68 |
|
|
2020
Q1 | $6.47M | Sell |
84,889
-3,695
| -4% | -$282K | 0.11% | 68 |
|
|
2019
Q4 | $7.84M | Sell |
88,584
-4,801
| -5% | -$425K | 0.11% | 74 |
|
|
2019
Q3 | $7.07M | Buy |
93,385
+1,474
| +2% | +$112K | 0.1% | 75 |
|
|
2019
Q2 | $6.68M | Sell |
91,911
-2,573
| -3% | -$187K | 0.1% | 79 |
|
|
2019
Q1 | $7.61M | Sell |
94,484
-6,454
| -6% | -$520K | 0.12% | 78 |
|
|
2018
Q4 | $9.31M | Buy |
100,938
+1,309
| +1% | +$121K | 0.17% | 71 |
|
|
2018
Q3 | $9.42M | Sell |
99,629
-5,847
| -6% | -$553K | 0.15% | 76 |
|
|
2018
Q2 | $9.77M | Sell |
105,476
-5,442
| -5% | -$504K | 0.17% | 74 |
|
|
2018
Q1 | $10.5M | Sell |
110,918
-306
| -0.3% | -$29K | 0.19% | 72 |
|
|
2017
Q4 | $10.8M | Sell |
111,224
-319
| -0.3% | -$30.9K | 0.2% | 73 |
|
|
2017
Q3 | $9.91M | Sell |
111,543
-1,738
| -2% | -$154K | 0.19% | 72 |
|
|
2017
Q2 | $7.92M | Buy |
113,281
+1,474
| +1% | +$103K | 0.16% | 76 |
|
|
2017
Q1 | $7.29M | Sell |
111,807
-2,877
| -3% | -$187K | 0.15% | 82 |
|
|
2016
Q4 | $7.18M | Buy |
114,684
+9,475
| +9% | +$593K | 0.16% | 80 |
|
|
2016
Q3 | $6.64M | Buy |
105,209
+67
| +0.1% | +$4.23K | 0.15% | 79 |
|
|
2016
Q2 | $6.51M | Buy |
105,142
+6,837
| +7% | +$423K | 0.15% | 79 |
|
|
2016
Q1 | $5.62M | Sell |
98,305
-6,120
| -6% | -$350K | 0.13% | 86 |
|
|
2015
Q4 | $6.19M | Buy |
104,425
+15,771
| +18% | +$934K | 0.15% | 84 |
|
|
2015
Q3 | $5.96M | Hold |
88,654
| – | – | 0.15% | 81 |
|
|
2015
Q2 | $5.96M | Sell |
88,654
-5,299
| -6% | -$356K | 0.15% | 81 |
|
|
2015
Q1 | $5.5M | Buy |
93,953
+4,285
| +5% | +$251K | 0.14% | 85 |
|
|
2014
Q4 | $5.87M | Sell |
89,668
-13,827
| -13% | -$905K | 0.15% | 85 |
|
|
2014
Q3 | $5.98M | Buy |
103,495
+1,813
| +2% | +$105K | 0.16% | 84 |
|
|
2014
Q2 | $5.74M | Sell |
101,682
-143
| -0.1% | -$8.07K | 0.16% | 82 |
|
|
2014
Q1 | $5.23M | Sell |
101,825
-5,430
| -5% | -$279K | 0.14% | 90 |
|
|
2013
Q4 | $5.66M | Sell |
107,255
-2,720
| -2% | -$144K | 0.16% | 87 |
|
|
2013
Q3 | $4.92M | Sell |
109,975
-75,391
| -41% | -$3.37M | 0.15% | 90 |
|
|
2013
Q2 | $7.66M | Buy |
+185,366
| New | +$7.66M | 0.24% | 75 |
|